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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-24 |
| CA | RA | APPROVED | 2023-12-20 |
| CO | RA | APPROVED | 2023-12-19 |
| NE | RA | APPROVED | 2021-01-19 |
Branch Locations
8415 Maddox Drive Suite 101, Lincoln, NE 68520 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock | San Francisco | CA | 07/2018 | 07/2019 |
| Blackrock Investments Llc | San Francisco | CA | 08/2018 | 07/2019 |
| Wheaton College | Wheaton | IL | 08/2014 | 05/2018 |
| Iconiq Capital | San Francisco | CA | 07/2019 | 12/2020 |
| Ubs Financial Services Inc. | Lincoln | NE | 01/2021 | Present |
Lincoln Christian School / 5801 S 84th StLincolnNE68516 / Assistant coach for high school golf team / Educational Establishment / assistant coach / coach / Start Date: 3/2/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-31 |
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